Beat Franz-Karl Reinhart

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 02/2019
  Reinhart Advisors Group Llc
  Chester, NJ
• 05/2019 → Present
  New York Life Insurance Co
  New York, NY
• 09/2019 → Present
  Nylife Securities Llc
  New York, NY
• 04/2022 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[Rentech LLC; Rental Property; 21 Schoolhouse Ln, Chester, NJ 07930; owner; start 11/2001; 10 hours per month, 3 hours during securities trading hours; real estate related] [Reinhart Advisors Group LLC ;Dormant; 95 West Main Street, Suite 5110, Chester, NJ 07930; start 05/2012; Owner; 0 hours; no compensation] [Fox Hills Farm Chester LLC ;21 Schoolhouse Ln, Chester, NJ 07930; start 07/2002; Owner; 10 hours per month; 10 hours during trading hours; non-investment related] [The Swiss Society of New York Inc; 500 Fifth Avenue, Suite 1800 New York, NY 10110; start 05/1999; 0.5 hours per month, 0 during securities trading hours; non-investment related] [Executor for Mr. Benno P Ertl. Estate; I have the Health Care Proxy, Power of Attorney, Living Trust & am Executor for my Swiss uncle in the US, Mr. Benno P Ertl. The Estate Attorney requested; I review beneficiaries & have the ability to release payments (taxes on 9/30 and medical bills).; 58 Old Ridge Rd, Warwick, NY 10990; Start Date 12/2021; Role/Title: PoA; Investment Related; 20 hours per month; 10 hours per month during securities trading hours; investment related] [Barrow Property Partners LLC; LLC owns a condominium unit; 95 West Main St, 5110, Chester, NJ 07930; Start Date 01/2022; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours;financial (financing, taxes, HOA's, routine maintenance), engage real estate agent when rental turnovers ]

Exams

• S66 Uniform Combined State Law Examination
  2022-04-09
• S63 Uniform Securities Agent State Law Examination
  2020-09-29

Other Names

• Beat F Reinhart